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Lockout/Tagout Procedure (LOTO)

Energy control procedures to protect workers from hazardous energy during equipment maintenance.

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About this template

The Lockout/Tagout (LOTO) Procedure Template is required by OSHA 1910.147 to protect workers from hazardous energy during equipment servicing and maintenance. This template documents machine-specific procedures for safely shutting down, isolating, and de-energizing equipment, then verifying zero energy state before maintenance begins. LOTO prevents tragic accidents caused by unexpected equipment startup, energy release, or stored energy. The procedure includes all energy sources (electrical, mechanical, hydraulic, pneumatic, thermal, chemical), specific lockout points, verification steps, and controlled restart processes.

01

Key features

  • Equipment-specific energy source identification
  • Step-by-step shutdown and isolation procedures
  • Lockout device application points and methods
  • Stored energy dissipation and verification
  • Multi-person lockout coordination
  • Safe restart and notification procedures
02

How to use it

  1. Develop equipment-specific procedure for each machine
  2. Identify all energy sources requiring isolation
  3. Document shutdown sequence and lockout points
  4. Specify methods for dissipating stored energy
  5. Describe verification steps to confirm zero energy
  6. Train all affected employees on procedures before use
03

Ideal for

  • Safety managers developing LOTO programs
  • Maintenance supervisors protecting technicians
  • Facility engineers documenting energy control procedures
  • Manufacturing plants meeting OSHA requirements
04

Common uses

  • Performing preventive maintenance on production equipment
  • Conducting equipment repairs and adjustments
  • Cleaning jams or clearing blockages safely
  • Installing or modifying guarding and safety devices

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